Data workflow

Key Survey lets you manage the workflow sequences and approval processes your survey program requires. Built-in workflow
functionality gives you the ability to streamline the interactions between collected survey data and the various people,
programs, and departments that depend on it. Creating this automated process environment enables a more responsive
enterprise that can react rapidly to conditions on the ground and run deep analytics in real-time.

Three stages of workflow:

Data Capture

Management

Distribution

Workflow for automated data collection

Automated features, such as data models, can be used to pipe in pre-existing data and auto-fill specific input fields
on your survey. Specific questions can be configured to trigger alerts, create new events, or additional surveys depending
on how the question is answered.

Workflow Management: People, Process and Technology

Built on a highly flexible technology core, Key Survey allows for deep workflow configurations to match the process
infrastructure you already have in place. Customise your solution to ensure that the right people are looped into the
process at the right time and all that information is integrated seamlessly with your existing ERP programs. Whether
your needs are web, mobile, or offline, Key Survey’s wide range of workflow and integration capabilities ensures your
solution adds visibility and automates collaboration across your enterprise.

Workflow for Data Distribution

What happens after a survey is submitted is the most important part of the process. Luckily, that step is easily automated
with Key Survey. Survey results can be used in a variety of ways, from creating new tasks and events to sending out
emails notifications or additional surveys. Results can be exported into various file types and emailed instantly to
ensure real-time visibility and insight analysis.